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<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Del Mar, CA

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Walnut Creek, CA

<h4><b>Summary of Position</b></h4><p>We are in search of an innovative and strategic Vice President of Information Technology to lead our technology strategies for Sales, Distribution, and Rights solutions, focusing on the integration and management of SAP CRM, rights systems (IPM current), Salesforce, and cloud platforms. This role involves overseeing the maintenance, enhancements, user support, and business process alignment across these platforms, including upgrades and system migrations, to ensure robust cloud solutions enhancing our operational capabilities.</p><h4><b>Responsibilities</b></h4><ul><li><b>Strategic Leadership:</b> Develop and execute IT strategies that leverage SAP CRM, rights systems, Salesforce, and cloud architecture to support sales, distribution, and rights management. Ensuring technology drives business value and scalability.</li><li><b>Digital Transformation:&nbsp;</b><ul><li>Manage enterprise sales, distribution and rights systems integration and transformation initiatives, including Salesforce, and Rights platforms such as SAP IPM, RSG, Rightsline, FilmTrack.</li><li>Drive business application rationalization and modernization for streamlining process and optimizing costs</li></ul></li><li><b>System Maintenance and Enhancements:</b> Manage the upkeep and evolution of SAP CRM, rights systems, Salesforce, and cloud platforms. Lead projects to enhance system functionalities, performance, and integration.</li><li><b>Software Upgrades:</b> Oversee the planning, execution, and management of software upgrades for all platforms, ensuring minimal disruption to business operations and maximum benefit from new features.</li><li><b>System Migrations</b>: Direct the strategy for migrating to new systems or platforms, coordinating with stakeholders to ensure smooth transitions, data integrity, and system compatibility.</li><li><b>Program and Project Management:</b><ul><li>Oversee large-scale, complex projects using Agile and Waterfall methodologies, ensuring delivery on time and within budget.</li><li>Lead enterprise-wide initiatives, from cloud transformations to rights and sales systems modernization.</li></ul></li><li><b>User Support and Training:</b> Establish and oversee comprehensive support for users, including training, helpdesk functions, and documentation across all systems, promoting high adoption and user satisfaction.</li><li><b>Business Process Integration: </b>Align SAP, Salesforce, and cloud services with business processes for seamless operations, focusing on data integration, workflow automation, and compliance.</li><li><b>Cloud Architecture Oversight:</b> Lead the design, implementation, and maintenance of cloud architectures to support SAP and Salesforce, ensuring scalability, security, and cost-efficiency.</li><li><b>Salesforce Oversight:</b> Manage Salesforce deployments, ensuring they integrate effectively with SAP systems and cloud solutions to enhance CRM, sales operations, and data analytics.</li><li><b>Innovation and Automation:</b> Champion the use of AI and automation within SAP, Salesforce, and cloud platforms to optimize business processes, enhance rights management, and provide strategic insights.</li><li><b>Team Development:</b> Build and mentor a cutting-edge IT team, fostering an environment of innovation, collaboration, and continuous professional growth.</li><li><b>Stakeholder Engagement:</b> Act as the primary IT interface for business leaders, translating complex business requirements into technology solutions.</li><li><b>Vendor Management: </b>Cultivate strong relationships with SAP, Salesforce, cloud service providers, and other tech partners to leverage the latest technological advancements.</li><li><b>Compliance and Security:</b> Ensure all systems adhere to data protection standards, industry regulations, and internal security policies, with a special focus on securing cloud environments.</li></ul><h4><b>Qualifications and Skills</b></h4><ul><li><b>Education:</b> Bachelor’s degree in information technology, Computer Science, or a related field; Master’s degree preferred.</li><li><b>Experience:</b><ul><li>12+ years in IT leadership, with deep experience in media, entertainment, or similar sectors.</li><li>Extensive experience with SAP CRM, rights systems, Salesforce, cloud architecture design, software upgrades, and system migrations.</li></ul></li><li><b>Technical Skills:</b><ul><li>Advanced knowledge of SAP CRM, rights systems, Salesforce, plus expertise in cloud computing platforms.</li><li>Skills in system integration, data architecture, cloud security, and project management for upgrades and migrations.</li></ul></li><li><b>Soft Skills:</b><ul><li>Strategic vision with the ability to execute at a tactical level.</li><li>Strong leadership, negotiation, and interpersonal communication skills.</li><li>Ability to drive changes and influence at the executive level.</li></ul></li><li><b>Certifications: </b>Preferably certified in SAP, rights systems, Salesforce, and cloud technologies like AWS.</li></ul><h4><b>Physical Requirements</b></h4><ul><li>Must be able to travel for strategic meetings, system rollouts, or vendor engagements.</li></ul><h4><b>About the Company</b></h4><p>Lionsgate (NYSE: LGF.A, LGF.B) encompasses world-class motion picture and television studio operations aligned with the STARZ premium global subscription platform to bring a unique and varied portfolio of entertainment to consumers around the world. The Company’s film, television, subscription and location-based entertainment businesses are backed by a 17,000-title library and a valuable collection of iconic film and television franchises. A digital age company driven by its entrepreneurial culture and commitment to innovation, the Lionsgate brand is synonymous with bold, original, relatable entertainment for audiences worldwide.</p><h4><b>Our Benefits</b></h4><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and Impact Day</li><li>401(k) company matching</li><li>Tuition Reimbursement (up to graduate degree)</li></ul><h4><b>Compensation</b></h4><p>$200,000 - $220,000</p><h4>EEO Statement</h4><p><em>Lionsgate is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Lionsgate will provide reasonable accommodations for qualified individuals with disabilities. Lionsgate will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law. &nbsp;</em></p>

Lionsgate

VP, IT Sales, Rights and Distribution Systems

<p><strong>Position Title</strong>: Regional Sales Manager<br><strong>Reports To:</strong> Sr. Director of U.S. Sales<br><strong>Department:</strong> Sales<br><strong>Location:</strong> Region 6 – Mountain &amp; West.&nbsp;</p><p>CA – Process Equipment, NV &amp; AZ – All Equipment</p><p>(Exact Regional coverage subject to change)&nbsp;</p><h3>Why In-Situ?</h3><p>In-Situ® Inc. is a leading manufacturer of innovative environmental and process water monitoring equipment that protects our global water resources. We develop industry-leading solutions with a focus on innovative design, user-friendliness, reliability, and superior manufacturing.</p><p>As a member of the U.S. domestic sales team, you will be responsible for growing revenues and expanding our excellent reputation in the market. We seek a technically capable sales professional who can efficiently and effectively identify and manage the tasks necessary to achieve or exceed regional revenue targets. This individual must have a track record of significant sales success, excellent communication skills, and the ability to multitask and work independently to accomplish objectives in a fast-paced environment.</p><p>Not only does In-Situ provide an attractive offering to our customers, we also place high value on community engagement, environmental projects, employee wellness, and fostering an open and fun work environment.</p><h3>Primary Responsibilities:</h3><ul><li>Driving revenue growth to meet or exceed sales and rental goals by identifying, qualifying, and closing opportunities with environmental, municipal, and wastewater customers and prospects.</li><li>Meeting with customers and prospects weekly to fully understand their needs and identify opportunities for our solutions.</li><li>Building and expanding relationships to increase revenue with existing customers.</li><li>Identifying, prospecting, and onboarding new customers.</li><li>Growing revenue through both direct sales and effective management of manufacturers' representatives.</li><li>Participating in promotional events, tradeshows, and industry associations in the region.</li><li>Preparing monthly, quarterly, and annual sales forecasts.</li><li>Documenting and updating all opportunities, contacts, accounts, call notes, and follow-up tasks thoroughly in the CRM system to ensure long-term regional success.</li><li>Managing time, travel, expenses, and effort effectively as a responsible fiscal steward.</li></ul><h3>Required Qualifications:</h3><ul><li>Excellent written and verbal communication skills.</li><li>Confidence and presence when speaking in front of customers or large groups.</li><li>Ability to quickly establish credibility, trust, and support within all levels of a customer’s organization.</li><li>Commercial and growth-oriented mindset with a proven ability to identify and capitalize on market opportunities.</li><li>Demonstrated ability to manage multiple tasks and projects while meeting deadlines in a high-performance environment.</li><li>Candidates must reside in the region of responsibility.</li></ul><h3>Education or Formal Training:</h3><ul><li>Bachelor’s Degree or higher in biology, chemistry, environmental science, process technology, or engineering preferred.</li></ul><h3>Experience:</h3><ul><li>5+ years of customer-facing experience in strategic selling, business development, or field applications in a B2B sales environment.</li><li>Broad technical/application experience in equivalent environmental, wastewater, and/or drinking water industries.</li><li>Preferred: 2+ years of technical sales experience, especially in environmental or water-related industries.</li></ul><h3>Supervisory Duties:</h3><ul><li>None.</li></ul><h3>Working Environment/Physical Activities:</h3><ul><li>60%+ travel.</li><li>Lifting, bending, reaching, squatting, walking, sitting.</li><li>Ability to traverse natural environments.</li><li>Ability to lift at least 20 lbs.</li></ul><h3>Total Rewards:</h3><p><strong>Compensation:</strong> Compensation will be commensurate with the applicant's education, experience, knowledge, skills, and abilities, as well as alignment with market data and internal benchmarks.</p><ul><li>Salary Range: $80,000 - $115,000 annually.</li><li>Potential Variable Compensation: Targeted at 30%+ of salary for achieving 100% of target completion, with accelerated, uncapped variable compensation for exceeding sales targets.</li></ul><p><strong>Benefits Available:</strong></p><ul><li>Health, Dental, and Vision Insurance.</li><li>401(k) matching.</li><li>Short and Long-Term Disability.</li><li>Group Life/AD&amp;D Insurance.</li><li>Employee Assistance Program.</li><li>Will and Trust Preparation Services.</li><li>Travel Assistance Services.</li><li>10 paid holidays per year (set by the company).</li><li>20 days of Flexible Time Off (FTO) accrued evenly throughout the year.</li></ul><p><strong>Voluntary Benefits:</strong></p><ul><li>Life, AD&amp;D, Pet Insurance, Identity Theft Protection, Legal Services.</li><li>Flexible Spending Account (FSA) for Dependent Care.</li><li>Health Savings Account (HSA).</li><li>Other supplemental options.</li></ul><p><strong>Additional Benefits:</strong></p><ul><li>Paid Parental Leave.</li><li>Continuing Education Reimbursement.</li><li>Dependent Care and Wellness Reimbursements.</li></ul><h3>Application Instructions:</h3><p>In-Situ Inc. builds world-class environmental monitoring instruments and world-class careers!</p><p>Please apply at <a href="https://in-situ.com/about/careers/" target="_blank">https://in-situ.com/about/careers/</a> if the above qualifications are met.</p><ul><li>No phone calls about this job.</li><li>Principals only. Recruiters, please do not contact this job poster.</li><li>Do not contact the job poster about other services, products, or commercial interests.</li></ul><h3>Equal Opportunity Employer Statement:</h3><p>All qualified applicants will receive consideration for employment regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.</p><p>In-Situ is an Equal Opportunity Employer</p>

In-Situ Environmental

In-Situ

Regional Sales Manager

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 45 client relationships that may range $10 – 40M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p> The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s trusted advisor in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Developing strong working relationships internally.</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p>The base salary range for this position is $72,000-$164,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Burlingame, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Berkeley, CA

Financial Consultant - San Francisco, CA

<p>About Us</p><p><b>Always open. Our code, our culture, our opportunities. Leading open innovation without limits. We are SUSE.</b></p><p>SUSE is a global leader in innovative, reliable and secure enterprise open source solutions, including SUSE Linux Enterprise (SLE), Rancher and NeuVector. More than 60% of the Fortune 500 rely on SUSE to power their mission-critical workloads, enabling them to innovate everywhere – from the data center to the cloud, to the edge and beyond. SUSE puts the “open” back in open source, collaborating with partners and communities to give customers the agility to tackle innovation challenges today and the freedom to evolve their strategy and solutions tomorrow. &nbsp;</p><p>We are open in our roots and open in our approach, striving to be the most trusted open innovator in the World. Openness extends beyond our technology. Our vibrant community thrives on diversity and connectivity without borders.</p>Inside Sales Representative<p><b>Job Description</b></p><p><b>About Us</b></p><p><b>Always open. Our code, our culture, our opportunities. Leading open innovation without limits. We are SUSE.</b></p><p><b>SUSE is a global leader in innovative, reliable, and secure enterprise-grade open-source solutions, relied upon by more than 60% of the Fortune 500 to power their mission-critical workloads. We specialize in Business-critical Linux, Enterprise Container Management and Edge solutions, and collaborate with partners and communities to empower our customers to innovate everywhere – from the data center, to the cloud, to the edge and beyond.&nbsp; SUSE employs more than 2,400 people globally, in 32 countries.</b></p><p><b>We are open in our roots and open in our approach, striving to be the most trusted open innovator in the World. Openness extends beyond our technology. Our vibrant culture thrives on diversity and connectivity without borders.&nbsp;</b></p><p><b>The Role</b></p><p><b>Since its inception in 1992, SUSE has been at the forefront of technical innovation where change has been the only constant.&nbsp;</b></p><p><b>As an Inside Sales Representative, you will contribute to SUSE's success by engaging in various sales activities, including but not limited to supporting Enterprise sales teams, developing relationships with non-named accounts, driving new commercial business, and facilitating renewals.</b></p><p><b>Focus Areas</b></p><ul><li><b>Work closely with a small team of account executives (AEs) to build on and expand existing relationships with customers.&nbsp;</b></li><li><b>Support AEs with lower-level customer contact, quoting, transaction handling, and forecast maintenance.&nbsp;</b></li><li><b>Build outbound campaigns to engage priority target customers</b></li><li><b>Manage inbound leads by creating personalised sequences consisting of emails, calls and LinkedIn messages.</b></li><li><b>Propose additional SUSE solutions that will quickly resolve customer issues.&nbsp;</b></li><li><b>Operate collaboratively with SUSE teams that are all touching the customer and the ecosystem.</b></li></ul><p><b>Accountabilities </b></p><ul><li><b>Prospecting and Opportunity Generation</b></li><li><b>Account Mapping and Stakeholder Engagement</b></li><li><b>Inbound Lead Management</b></li><li><b>Partner Collaboration</b></li><li><b>Sales Process Execution</b></li><li><b>Messaging and Outreach</b></li><li><b>Market Knowledge</b></li><li><b>Building Best Practices</b></li><li><b>Achieving Sales Targets</b></li></ul><p><b>Preferred Experience &amp; Skills</b></p><ul><li><b>College/University degree in a business-related discipline or equivalent professional experience.</b></li></ul><p><b>2+ years of proven professional selling experience, with a track record of success, preferably in IT or Data Center sales</b></p><ul><li><b>Demonstrates experience &amp; success in selling new business through partners and their respective initiatives/projects at senior executive level.</b></li><li><b>Understanding of the Open Source, Software Defined Infrastructure or Cloud market and related customer needs is preferred</b></li><li><b>Role specifics may include related industry knowledge including Linux, SDS, SDN, other open-source software in infrastructure layer, HPC and SAP HANA. For example, the experience of selling server hardware on which SAP and/or Linux O/S was running may not be sufficient to meet the requirement – to be specified for a particular role.</b></li><li><b>Excellent relationship building skills – truly engages with contacts (including the source) and knows how to tell a compelling story</b></li><li><b>Understand and use the power of social selling (social media)</b></li><li><b>Understanding of sales methodologies (preferably MEDDPICC) and channel / partner models preferred&nbsp;</b></li><li><b>In-depth knowledge of and/or relationship with the assigned partners (relevant for the specific role)</b></li><li><b>Fluent written and verbal communication in English (additional language/s may be required for the specific role)</b></li></ul><p><b>Personal Attributes</b></p><ul><li><b>Adaptable and resourceful: Embraces change, builds capability, and institutionalizes best practices.</b></li><li><b>Driven and results-oriented: Hungry for success, challenges assumptions, and drives for results.</b></li><li><b>Collaborative and communicative: Strong relationship builder, works effectively across the business.</b></li><li><b>Proactive and independent: Self-motivated, self-starter, comfortable with ambiguity.</b></li><li><b>Confident and curious: Creative, adaptable, and eager to learn.</b></li></ul><p><b>Measures</b></p><ul><li><b>100% attainment of quota.</b></li><li><b>Attainment of KPI's and Success Metrics</b></li></ul><p><b>…………………………………………………………………………………………………………</b></p><p><b>Functional Skills</b></p><ul><li><b>Prospecting &amp; Opportunity Generation – Expertise in identifying, engaging, and qualifying potential customers through outbound and inbound strategies.</b></li><li><b>Lead Management – Ability to assess, prioritize, and convert leads into pipeline opportunities through structured follow-up strategies.</b></li><li><b>Sales Process Execution – Proficiency in managing sales workflows, leveraging CRM tools, and ensuring smooth handoffs between Inside Sales and Account Executives.</b></li><li><b>Messaging &amp; Outreach – Strong communication skills in crafting personalized sales messages across email, calls, LinkedIn, and other digital channels to drive engagement.</b></li><li><b>CRM &amp; Sales Automation – Experience using sales technology and automation tools to optimize prospecting, lead nurturing, and pipeline management.</b></li></ul><p><b>For US Only - US Pay Transparency Disclaimer</b><br>If this role is filled in the United States of America, the starting base salary is expected to be between $43,000 and $79,000. In addition to this base salary, we offer a commission plan and an attractive benefits package. US benefits include a comprehensive medical plan, life and disability insurance, 401k, Employee Assistance Programme and generous paid time off and leave policies.<br><br>Actual compensation will be determined by factors such as experience, skills, geographical location, internal equity, and budget. Please note that this salary information is applicable to the US only. </p><p><b>Job</b></p>Sales<p><b>What We Offer</b></p><p><b>We empower you to be bold, driving your career to create the future you want. We celebrate and reward your achievements.</b></p><p>SUSE is a dynamic environment that is evolving rapidly, thus requiring agility, strong entrepreneurship and an open mind.</p><p>This is a compelling opportunity for the right person to join us as we continue to scale and prosper.</p><p>If you’re a big thinker, obsessed by execution and thrive in a dynamic environment in which you can tangibly create a lasting legacy, then please apply now!</p><p>We give you the freedom to be yourself. You will work in a global community of unique individuals – like you – with different backgrounds, talents, skills and perspectives. A truly open community where everyone is welcome, has a voice and is encouraged to reach their full potential regardless of age, gender, race, nationality, disability, sexual orientation, religion, or any other characteristics.</p><p><b>Sounds like the right fit for you? </b>Click <b>A</b><b>pply </b>to submit your resume. A recruiter will contact you if your skills match our current or any future positions. In the meantime, stay updated on the latest SUSE news and job vacancies by joining our  <b>Talent Community</b><b>.</b></p><p><b>SUSE Values&nbsp;</b></p><ul><li>Choice</li><li>Innovation</li><li>Trust</li><li>Community</li></ul>

60 Sales Jobs in California